Cemanuel 2022 Portfolio Thread

[fenders53]

(07-22-2022, 04:47 PM)cemanuel Wrote: Sold 65 shares of AAPL at $155.40 this morning. I actually have enough dividend income to see me through August unless a surprise comes along. But Apple's had a nice run recently and volumes Wed. & Thurs. were down so that might be ending. With an ER next week it seemed like midway between recent highs and lows was a solid time to sell.

I think it's trading a bit higher relative to GOOGL plus I have more than twice as much. This took AAPL down to 12.17% of my Taxable Account. This may be the only stock sale I make for living expenses this year but a big IRA conversion will mean a big tax bill so I can't guarantee it.

Seems like a logical trade.  As I mentioned before I like the timing.  I could sure be wrong but it is hard to imagine all the FAANGs making it through earnings without one or more spooking the market.